Portfolio (Quarterly)
Guide ↗
Wiser Wealth Management, Inc
· CIK 0001573263| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | JNJ | JOHNSON & JOHNSON | Healthcare | 4,418.0 | $1.1M | 0.21% | +63.0 | +1.4% | $253.97 | +7.5% |
| 22 | AVGO | BROADCOM INC | Technology | 2,613.0 | $987K | 0.19% | +249.0 | +10.5% | $377.75 | -5.0% |
| 23 | GOOG | ALPHABET INC | — | 2,402.0 | $849K | 0.16% | +192.0 | +8.7% | $353.36 | — |
| 24 | META | META PLATFORMS INC | Communication Services | 1,306.0 | $736K | 0.14% | +151.0 | +13.1% | $563.29 | -0.8% |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | — | 8,678.0 | $686K | 0.13% | +3K | +48.0% | $79.03 | -0.5% |
| 26 | MUB | ISHARES TR | — | 6,106.0 | $657K | 0.13% | +50.0 | +0.8% | $107.62 | -2.1% |
| 27 | TSLA | TESLA INC | Consumer Cyclical | 1,560.0 | $656K | 0.13% | +128.0 | +8.9% | $420.60 | -17.0% |
| 28 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 12,580.0 | $642K | 0.12% | +7K | +122.2% | $51.05 | +34.3% |
| 29 | LLY | ELI LILLY & CO | Healthcare | 525.0 | $630K | 0.12% | +42.0 | +8.7% | $1199.43 | +4.0% |
| 30 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,923.0 | $629K | 0.12% | +288.0 | +17.6% | $327.33 | +8.9% |
| 31 | V | VISA INC | Financial Services | 1,704.0 | $585K | 0.11% | +441.0 | +34.9% | $343.09 | +11.5% |
| 32 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,143.0 | $572K | 0.11% | +42.0 | +3.8% | $500.39 | — |
| 33 | WMT | WALMART INC | Consumer Defensive | 5,022.0 | $569K | 0.11% | +168.0 | +3.5% | $113.26 | -6.0% |
| 34 | KO | COCA COLA CO | Consumer Defensive | 5,373.0 | $437K | 0.08% | +44.0 | +0.8% | $81.26 | +13.2% |
| 35 | XOM | EXXON MOBIL CORP | Energy | 2,876.0 | $393K | 0.07% | +322.0 | +12.6% | $136.74 | +20.0% |
| 36 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,700.0 | $308K | 0.06% | +138.0 | +8.8% | $180.91 | +5.8% |
| 37 | — | TECHNIPFMC PLC | — | 4,572.0 | $303K | 0.06% | +31.0 | +0.7% | $66.30 | — |
| 38 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 269.0 | $252K | 0.05% | +23.0 | +9.3% | $935.47 | +3.8% |
| 39 | MA | MASTERCARD INCORPORATED | Financial Services | 476.0 | $244K | 0.05% | +24.0 | +5.3% | $513.60 | +16.8% |
| 40 | NFLX | NETFLIX INC. | Communication Services | 2,936.0 | $210K | 0.04% | +21.0 | +0.7% | $71.40 | +12.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.1%
Financial Services
25.7%
Consumer Cyclical
10.7%
Communication Services
7.9%
Healthcare
6.4%
Consumer Defensive
5.5%
Utilities
3.5%
Industrials
2.5%
Energy
1.1%
Real Estate
0.6%